Quicken 2014 Essential Training
Illustration by Neil Webb

Setting upcoming income reminders


Quicken 2014 Essential Training

with Sally Norred

Video: Setting upcoming income reminders

Income reminders, will alert you to upcoming paychecks or click the add reminder button on the right hand side Use income reminders for your recurring deposits, I'll add Connectico for my payee, click the next button, enter your next paycheck date.
Expand all | Collapse all
  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now
please wait ...
Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Setting upcoming income reminders

Income reminders, will alert you to upcoming paychecks or income, and can help you forecast your future account balances. You can even set Quicken to enter your paycheck or other income transactions for you, in your register automatically. Let's talk for a minute, about why it can be helpful to add income reminders. At start up, click on checks for bill and income reminders that are due or past due since the last time you used Quicken. If it finds any, Quicken will display a reminder for you. If you've entered bill reminders, you'll want to know if you're projected to have enough money in your accounts to cover these upcoming bills.

Adding income reminders, will help show you your projected balances in conjunction with your bill reminders. If you selected Automatically enter, when you created the income reminder, Quicken will enter it as a transaction in a register automatically, without asking you for confirmation. You don't need to select this option, if you download transactions automatically from your bank. Let's walk through the process of adding an income reminder. First click the bills tab along the top, click the add reminder button on the right hand side of the bills tab window, and select the income reminder option. Use income reminders for your recurring deposits, such as the net amount of your paycheck.

I'll add an income reminder for genies regular paycheck. She gets paid twice monthly. On the 15th and the last day of each month. In the pay to field, type the name of the payee. As you type, Quicken tries to find a match in the memorized payee list. If Quicken finds a match, select the payee from the displayed list, if it doesn't find a match, continue typing to create a new payee. I'll add Connectico for my payee, click the next button, enter your next paycheck date. Since Jeanie gets paid on the 15th and the last day of every month, her next paycheck date is actually today.

But, since she gets paid twice a month, we'll click change here, to set up two pay dates. We'll select twice a month, on the 15th and the last day of the month. If theres an end date, select an end date here. Click OK. Now select the amount of income Genie will get per paycheck. Each of genies paychecks is $1,500. So well enter $1,500 here. Now, select the account to which your payment is deposited. Jeannie deposits her pay check to her checking account, so they'll select Jeannie's checking here.

Now, add a category. Type a category name, or click the drop down arrow to select the category to use from the list. I'll select Net Salary. You can even add a tag or memo, if you want to be very detailed about this income reminder. Click OK when done. Now you can add any optional settings for this reminder. I'm going to change the number of days in advance that this reminder pops up. I'll click change, I'll change this to five days in advance. Jeannie doesn't need to automatically enter this transaction in her register, since she downloads transactions automatically from her bank, but we do want to click, use only business days for reminder days.

So Quicken ignores weekends and holidays. Click OK. Since Jeannie gets a fixed amount needs pay-check, we'll leave estimate amount for me off. Click Done when your done setting up this income reminder. To see Jeannie's paycheck reminder, or change the reminders to show due within the next 30 days, since your next paycheck, is on the 15th. Now this pops up. So let's look in Jeannie's checking account to see the reminder there. We can see that our next payment from ConnetiCo is upcoming on May 15. Her current balance is not affected by this deposit, but her ending balance, her projected balance, is.

Remember to set up your income reminders from the Bills tab. Then, when pay day comes around, Quicken can enter your pay check in the register automatically. You'll be able to see a more accurate view of your projected ending balances in your accounts.

There are currently no FAQs about Quicken 2014 Essential Training.

Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.

Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

* Estimated file size

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.

Mark all as unwatched Cancel


You have completed Quicken 2014 Essential Training.

Return to your organization's learning portal to continue training, or close this page.

Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member ?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferences from the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Thanks for signing up.

We’ll send you a confirmation email shortly.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.